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Portfolio (Quarterly) Guide ↗

TruWealth Advisors, LLC

· CIK 0001834985
13F Portfolio $2.0B AUM 182 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New
Page 4 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY SPDR S&P 500 ETF TR Financial Services 8,184.0 $5.6M 0.27% NEW $681.91 +10.0%
62 IDMO INVESCO EXCH TRADED FD TR II 98,321.0 $5.5M 0.27% NEW $55.57 +10.1%
63 JMUB J P MORGAN EXCHANGE TRADED F 103,665.0 $5.2M 0.26% NEW $50.50 -0.2%
64 RDVY FIRST TR EXCHANGE TRADED FD 75,352.0 $5.2M 0.26% NEW $69.47 +13.8%
65 SMH VANECK ETF TRUST 13,869.0 $5.0M 0.24% NEW $360.14 +71.0%
66 GOOGL ALPHABET INC Communication Services 15,746.0 $4.9M 0.24% NEW $313.00 +19.3%
67 MUNI PIMCO ETF TR 91,641.0 $4.8M 0.23% NEW $52.41 +0.1%
68 JCPB J P MORGAN EXCHANGE TRADED F 100,519.0 $4.8M 0.23% NEW $47.35 -0.9%
69 GSY INVESCO ACTIVELY MANAGED EXC 84,595.0 $4.3M 0.21% NEW $50.25 +0.0%
70 CVX CHEVRON CORP NEW Energy 26,796.0 $4.1M 0.20% NEW $152.41 +18.2%
71 XMMO INVESCO EXCHANGE TRADED FD T 26,899.0 $3.7M 0.18% NEW $138.46 +22.9%
72 WMT WALMART INC Consumer Defensive 32,655.0 $3.6M 0.18% NEW $111.41 +8.6%
73 VCSH VANGUARD SCOTTSDALE FDS 42,363.0 $3.4M 0.17% NEW $79.73 -0.9%
74 BERKSHIRE HATHAWAY INC DEL 5,881.0 $3.0M 0.14% NEW $502.65
75 SPLV INVESCO EXCH TRADED FD TR II 40,969.0 $2.9M 0.14% NEW $71.42 +4.3%
76 VGT VANGUARD WORLD FD 3,716.0 $2.8M 0.14% NEW $753.80 -84.4%
77 XOM EXXON MOBIL CORP Energy 20,839.0 $2.5M 0.12% NEW $120.34 +17.9%
78 MCD MCDONALDS CORP Consumer Cyclical 8,062.0 $2.5M 0.12% NEW $305.63 -5.8%
79 HD HOME DEPOT INC Consumer Cyclical 7,109.0 $2.4M 0.12% NEW $344.11 -2.0%
80 VHT VANGUARD WORLD FD 7,803.0 $2.2M 0.11% NEW $287.87 -0.9%
Page 4 of 10  ·  182 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 17.5%
Healthcare 10.7%
Communication Services 8.8%
Industrials 8.4%
Energy 6.0%
Consumer Cyclical 5.9%
Consumer Defensive 4.4%
Basic Materials 3.6%
Real Estate 2.3%